ULISES CASTELLON, CPCU, RPA

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He is currently the Chief Operating Officer for FCA. Ulises is also the principal of a consulting business, ClaimsAnalysis where he serves as an expert witness in claims handling and coverage matters.

1 ULISES CASTELLON, CPCU, RPA Ulises Castellon, CPCU, RPA has worked as a claim s professional for over thirty-five years. He has managed extensive first and third party litigation and testified as the PMK. In 1996, he associated with Fire Cause Analysis [FCA], a premier forensic investigation and engineering firm. He is currently the Chief Operating Officer for FCA. Ulises is also the principal of a consulting business, ClaimsAnalysis where he serves as an expert witness in claims handling and coverage matters. Mr. Castellon regularly teaches courses on issues ranging from arson and fraud investigation to Fair Claims Practices and Ethics for Claims Professionals. He earned his Chartered Property Casualty Underwriter (CPCU) designation in 1989 and is a past president of the Sacramento Valley Chapter. He is bilingual and has acted as a media spokesperson for local news and information programs, including Spanish-speaking television. Professional Affiliations: Society of Property and Casualty Underwriters. Sacramento Valley Chapter CPCU Board of Directors. President: California Conference of Arson Investigators Northern California Fraud Investigators Association Insurance Education Association - Instructor Insurance School of the Pacific - Instructor Western Insurance Information Service - Speaker California Insurance Education Foundation Advisory Board National Fire Prevention Association Government Work: Member of Governor's Task Force on Vehicle Theft ( ) Panelist before California Senate Committee on Judiciary Concerning Auto Fraud (1991) 935 PARDEE STREET BERKELEY, CA Fax: Cell: ulises@fcafire.com

2 Articles: Property Claims Adjusting - Survival Guide: Claims People Magazine, Summer 2000 Year 2000-Coverage for the New Millennium: Claims People Magazine, October 1998 Watercraft Claims-Calming the Rough Waters: Claims People Magazine, June 1998 Computer Animation as a Claim s Tool: Claims People Magazine, September 1997 A Flood Adjuster s Survival Guide: Claims People Magazine, March 1997 Speeches/Presentations/Training: CPCU I-Day Another Look at Ethics - Orange Empire Oct SCFIA 3-Day Training Conference Seven Deadly Sins Oct PCEA 2016 Fall Meeting Seven Deadly Sins & Bad Faith Nightmares - Riverside, Ca. Oct SDIAA Fire Claim Investigation: Subro, Arson & Other Exposures - San Diego Oct CDAA 2016 Fraud Symposium Auto Arson Orange County Sept SCFIA Lunch & Learn Chapter Mtg Anatomy of an Arson - Downey, Ca. Aug Red Shield Training Class Electrical Systems Training Portland, OR July 2016 SCCA Seminar Fire Claim Investigation: Subro, Arson & Other Exposures Temecula, Ca. July 2016 PLRB Regional Conference Fire & Arson Investigation Tips for Adjusters Sacramento - June 2016 Servpro Presentation Fire Claims Investigations - Vista, Ca. May 2016 PLRB Insurance Services Expo Bad Faith Nightmares: Recent Trends & Themes San Antonio, TX April 2016 NCFIA Conference Earth, Wind & Fire - Monterey, Ca. March 2016 AICA Monthly Meeting Fire Claims Investigations - Arizona - March 2016 Page 2

3 CCC Conference Seven Deadly Sins - Orange Co. March 2016 IAIP 2016 Region VIII Conference Anatomy of an Arson Burbank, CA. March 2016 National General Monthly Training Vehicle Fire Investigations - Ontario, Ca. Feb South Bay Assoc. of Ins. Professionals Everest to Arsonist & Earth, Wind & Fire Torrance, CA - Jan SCFIA Conference True Lies An Arson Case Study Palm Springs Nov CDAA 2015 Fraud Symposium Auto Arson - Orange County Oct CPCU All Industry Day Education Ring of Power - Studio City Oct WSATI Vehicle Arson Investigation - So. Lake Tahoe, Ca. - Oct SCFIA Conference Seven Deadly Sins Palm Springs - November 2015 Mid-Valley Claims Assoc. UC to present The DNA of Fire - Stockton - Sept Central Coast Claims Assoc.- Fire Claims Subrogation-A Practical Guide San Jose - May 2015 SDIAA Chapter Meeting Vessel Fire Investigations - San Diego April 2015 NCFIA Conference 7 Deadly Sins - Monterey April 2015 PLRB Claims Conference Fire Claim Investigation: Subro, Arson & Other Exposures - Anaheim, Ca March 2015 CPCU San Gabriel Chapter Mtg Ethics Insurance & Beyond March 2015 CPCU El Camino Chapter Mtg Ethics Insurance & Beyond March 2015 CCC Conference Vehicle Fire Investigations Orange County March 2015 EBCA Meeting - The DNA of Fire Pleasant Hill, Ca. - Feb AICA True Lies An Arson Case Study - Scottsdale, AZ Jan Sacramento Claims Assoc. - Seven Deadly Sins Sacramento, Ca. Jan NASP Chapter Mtg Spoliation & the Claims Adjuster Southern Ca. - Sept CCNC Conference - Seven Deadly Sins Sacramento August 2014 Page 3

4 CPCU Golden Gate Chapter Mtg - The DNA of Fire San Francisco, Ca. - June 2014 Mid-Valley Claims Assoc. Fire Proofing Your Claim Stockton, Ca. - May 2014 CPCU Mtg Fire Proofing your Claim - Pasadena, Ca - May 2014 SDIAA Training Session - Fire Claims Subrogation San Diego, Ca March 2014 CCC Conference- - Fire Proof Your Claim Orange County March 2014 Sacramento Claims Assoc. The DNA of Fire Investigations - Sacramento January 2014 Insurance Professionals of Sacramento The DNA of Fire Investigations Sacramento January, 2014 SDIAA/CPCU All Industry Day Conference Everest to Arsonist San Diego, Ca. Oct SCFIA Conference Everest to Arsonist - Palm Springs Oct SCFIA Monthly Chapter Meeting DNA of Fire Sept Rule Company - Fire Claims Subrogation / Earth, Wind & Fire / Fire Claims Subrogation - Pasadena, Ca. Sept CCNC Everest to Arsonist - Sacramento, CA Sept CPCU Golden Empire Chapter Mtg Everest to Arsonist Bakersfield Sept SCCA Conference DNA of Fire - Temecula - July 2013 Orange Empire CPCU Chapter Meeting - Everest to Arsonist - Orange County, CA June 2013 Grotefeld Law Firm 30 Under 30 Chicago, Ill. May 2013 Pacific Northwest CPCU Chapter - Anatomy of an Arson - Seattle, WA May 2013 El Camino CPCU Chapter Meeting- DNA of Fire April 2013 PLRB Fire Scenes: Environmental Risks-The Hidden Menace - Boston, MA Mar CCAI Training Seminar - The DNA of Fire - San Luis Obispo Mar Page 4

5 NCFIA From Everest to Arsonist A Case Study - Monterey, Ca. Mar CCC Combined Claims Conference Everest to Arsonist - Long Beach, CA. Mar Central Coast Claims Assoc. Monthly Meeting Everest to Arsonist Feb State Farm The DNA of Fire Investigations Costa Mesa, Ca. December 2012 Rule Company The DNA of Fire Investigations / From Everest to Arsonist - Pasadena, Ca. November 2012 CAIIA Convention Earth, Wind & Fire Temecula, Ca. October 2012 CCNC Conference Ethics and the Claims Adjuster Sacramento, Ca. August 2012 PLRB/LIRB Claims Conference SIU Claims: Successfully Navigating the Minefield April Combined Claims Conference Ethics and the Claim Adjuster March 2012 El Camino Chapter CPCU Ethics Insurance & Beyond Woodland Hills, Ca. March 2012 SCFIA 34 th Training Conference DNA of an Arson Investigation November 2011 PCAP Fire Claims Subrogation San Francisco, Ca. November 2011 San Diego Chapter CPCU Earth, Wind & Fire San Diego, Ca. November 2011 SCCA The DNA of Fire Investigations Rancho Mirage, Ca. October 2011 NAIIA Conference Earth, Wind & Fire San Diego, Ca. September 2011 CCNC Conference Ethics Insurance & Beyond Sacramento, Ca. September 2011 SCCA Conference Earth, Wind & Fire Temecula, Ca. July 2011 PCAP Another Look at Ethics Emeryville, Ca. May 2011 NCFIA 22 nd Annual Anti-Fraud Training Conference The Anatomy of an Arson Claim Investigation, Evaluation and Resolution DON T GET BURNED! April 2011 Property Loss Research Bureau National Conference - (Co-presented with Doug Wood of Morris Polich & Purdy LLP) SIU Claims: Navigating the Minefield April 2011 Page 5

6 CAIIA Another Look at Ethics Sacramento, Ca. April 2011 Combined Claims Conference (Co-presented with Doug Wood of Morris Polich & Purdy LLP) Navigating the SIU Minefield: Strategies for Success March 2011 San Gabriel Chapter CPCU Ethics and the Claims Adjuster Pasadena, Ca. March 2011 El Camino Chapter CPCU The DNA of Fire Investigations Simi Valley, Ca. - Feb San Diego CPCU I-Day Anatomy of an Arson San Diego, Ca. October 2010 Pacific Specialty Ethics & the Claims Adjuster Menlo Park, Ca. May 2010 Sacramento Valley CPCU I-Day Daubert Challenge and Beyond/ Earth, Wind & Fire Rancho Cordova, Ca. May 2010 Pacific Specialty Spoliation and the Claims Adjuster / The DNA of Fire Investigations Menlo Park, Ca. - May 2010 So. California Combined Claims Conference Anatomy of an Arson Sex, Drugs & Rock n Roll April 2010 Pacific Specialty Daubert Challenge and Beyond / Anatomy of an Arson / Earth, Wind & Fire Menlo Park, Ca. April 2010 So. Cal. CPCU Daubert Challenge and Beyond Ventura, Ca. April 2010 SDIAA Anatomy of an Arson San Diego, Ca. November 2009 CPCU I-Day Earth, Wind & Fire Orange, Ca. - October 2009 CPCU I-Day Daubert Challenge and Beyond & Earth, Wind & Fire! Woodland Hills, Ca. October 2009 Fire Cause Analysis & CCAI NFPA 921 Update Fire Investigation and Litigation July 2009 CPCU Orange Empire Anatomy of an Arson Orange, Ca. June 2009 CPCU Anatomy of an Arson San Gabriel, Ca. April 2009 Insurance Adjusters Workshop Fire and Explosions Perils NFPA 921 Scottsdale, AZ June 2008 Page 6

7 All Industry Day Trial of an Arson Case May 2008 Central Arizona CPCU Educational Seminar - "Sex, Drugs and Rock and Roll... Anatomy of an Arson Claim!" - October 2007 Claims Conference of Northern California Ethics and the Claim s Adjuster A Crime Scene Investigation September 2007 Insurance Institute of America Semester Class Instructor CPCU Legal Environment of Insurance Spring 2006 East Bay Adjusters Association Your Claim File on Trial May 2006 Tokio Marine Insurance Company Independent Adjuster License Workshop May 2006 Insurance Institute of America Semester Class Instructor AIC 35 The Property Claims Adjuster Spring 2004 Property Loss Research Bureau [PLRB] Litigating the Fire Claim - March 2004 Inland Marine Underwrites Assn [IMUA] Large Loss Fires March 2004 Farmers Insurance Group Panelist- Vehicle Fraud Investigation January 2004 Property Claims Forum Panelist Effective Subrogation January 2004 Southern California Fraud Investigators Annual Conference Managing the Fire Case November 2003 Insurance Institute of America Semester Class Instructor AIC 33 The Claims Environment Spring 2003 Property Loss Research Bureau [PLRB] - Litigating the Arson Case - April 2003 Insurance Institute of America Semester Class Instructor AIC 36 Liability Claims Adjusting Fall 2002 Northern California Claims Conference Panelist Creative Casualty Settlements September 2000 Page 7

8 California State University, Sacramento Workshop Claims Issues June Property Loss Research Bureau [PLRB] - Panelist Your Claim File on Trial. March 2000 Insurance Education Association Semester Class Instructor CPCU 7 Management in Insurance. Fall State Farm Insurance Mock Trial Witness Testimony Arson Claim File - October 1998 Northern California Property Forum Annual Seminar Presentation Building Claims Scoping Skills October Claims Conference of Northern California Seminar Presentation Arson and Fraud Claims Handling September Insurance School of the Pacific Japanese Insurance Professionals Workshop - Insurance Fraud in the United States August Farmers Insurance Group Claims Training Presentation Effective Claim Handling July California State University, Sacramento Presentation Insurance Fraud June Claims Conference of Nevada Seminar Joint Presentation - Your Claim File on Trial. May Insurance Education Association Semester Class Instructor CPCU 6 The Legal Environment of Insurance. Spring State Farm Insurance SIU Claims Training. Presentation - Managing the Claims Expert. January State Farm Insurance Claim Manager s Conference. Joint Presentation. The Impact of Technology on Insurance. December East-Bay Adjusters and Mt. Diablo Adjusters Joint Training Meeting Mock Deposition Your Claim File on Trial. November International Order of the Blue Goose - Sacramento Pond Annual Training Program Mock Deposition. Theft Claims Handling. November Page 8

9 Insurance Education Assn. Claims Training. Arson and Fraud Workshop. October California Casualty Insurance Co. Manager s Workshop. Presentation Managing the Fire Claim. September California Conference of Arson Investigators Training Conference Mock Deposition Spoliation of Evidence. July The Dentist s Insurance Company Claims Effectiveness Presentation. Video Presentation Property Claims [Forms and Letters]. July CSE Insurance Company - Claims Training Presentation. Workshop Property Arson Claims. April Fire Retardant Chemicals Assn. International Conference and Training Seminar. Panelist Product Liability Workshop. March Cigna Insurance Company - Claims Effectiveness Presentation. Workshop Fire Claim Handling. January Farmers Insurance Group - Claims Effectiveness Presentation. Workshop Subrogation Claim Handling. January Chartered Property and Casualty Underwriters Sacramento Valley Industry Day. Mock Trial Judge Fill the Potholes of the Telecommuting Highway November National Association of Insurance Women California State Convention. Debate Panelist Examination Under Oath A Tool or a Weapon? July LITIGATION MANAGEMENT/DEPOSITION/TRIAL EXPERIENCE CASE ISSUES INVOLVEMENT/RESULTS El Dorado County San Francisco County Propane/Explosion Subrogation Action Riot Claim Deposition Trial Testimony Claim Management Defense Judgment via Motion Summary Judgment Arson/Fraud Page 9

10 Sonoma County Contra Costa County Alameda County Sacramento County Sacramento County Sacramento County Sacramento County Eastern District Court San Francisco County Cancellation Concurrent Causation Policy Cancellation Fraud Application Lien Holder Fire Loss Rescission Fire Loss Spoliation of Evidence Arson/Fraud Breach of Contract Theft Claim Fire Loss Arson Deposition Testimony Deposition Testimony Claim Management Deposition Testimony Deposition & Trial Testimony Deposition and Trial Testimony Deposition Testimony Arbitration Testimony Claim Management Deposition Testimony Trial Testimony West v. State Farm (9 th Cir. 1989) 868 F.2d 349 Eastern District Court Theft Loss Duties After Loss Arson/Fraud Motion for Summary Judgment Granted Appeal Upheld Trial Testimony Arson/Fraud Page 10

11 Lake County Bankruptcy Dismissal by Trustee Sacramento County State Farm v. Lewis (236 Cal.Rptr. 807 (1987)) Arson/Fraud Household Exclusion Dismissal of Case by Plaintiff with Prejudice, for Waiver of Costs Motion for Summary Judgment Granted Appeal Upheld U. Castellon Claims Aalysis CV 10/2016 Page 11

Professional Affiliations:

Professional Affiliations: ULISES CASTELLON, CPCU, RPA Ulises Castellon, CPCU, RPA has worked as a claim s professional for over twenty years. In addition to being a property and casualty adjuster and manager, he established the